Operations - Templates & Policies

End-User Offboarding Checklist

Use this tool to help you centralize and track offboarding process by employee. Modify it with the information that is specific to your organization.

Checklist for Securing Remote Workers

Use this checklist to ensure that you are implementing all of the IT security best practices when you are working from home or away from the office.

Patch Management Policy

The patch management policy outlines standard application maintenance and patch management practices and responsibilities for identifying and mitigating any system...

Shift-Left Strategy

Use this template to document the strategy to shift service support left.

Shift-Left Stakeholder Buy-In Presentation

Use this template to build the business case and get everyone on board with the shift-left optimization initiative.

Knowledge Management Workflows

Use this template to document service desk process workflows for knowledge creation, usage, and review.

Self-Service Resolution Workflow

Use this template to document the process through which users will interact with the self-service portal to resolve their issue.

Incident Management Workflow

Use this template to document the incident management process workflow and identify where opportunities for shift left exist in the process.

BCP Pilot Results Presentation

Present initial results from your pilot BCP project and next steps for your BCP initiative.

BCP Relocation Checklists

Use this tool to plan for and coordinate a business relocation to an alternate site or work-from-home.
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